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Disclosery

Plan A Wealth LLC: SHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on SHG, newest first. How the timeline and the estimate are built.

Plan A Wealth LLC held 15,465 SHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,465 shares
    Change vs previous 13F +160 shares

    0.43% of the 13F portfolio, value $1,201,167.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,305 shares
    Change vs previous 13F +306 shares

    0.41% of the 13F portfolio, value $968,041.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,999 shares
    Change vs previous 13F -59 shares

    0.44% of the 13F portfolio, value $919,739.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 15,058 shares
    Change vs previous 13F +446 shares

    0.4% of the 13F portfolio, value $807,561.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,612 shares
    Change vs previous 13F +972 shares

    0.37% of the 13F portfolio, value $736,006.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 13,640 shares
    Change vs previous 13F +7,147 shares

    0.35% of the 13F portfolio, value $616,255.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,493 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $208,295.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).